Hedge Funds Similar to SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is an institutional investor managing $524M across 174 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS are Basepoint Wealth, Hubbell Strickland Wealth, Alpha Advisors, with shared positions in $PHYS, $TGT, $PSLV, $VZ, $PM, $MCD. The full ranking of 25 similar funds is below.

#1Basepoint Wealth LLCPassive

Notable overlap · 4 shared positions

$PHYS $TGT $PSLV $VZ

$175M

632 positions

#2Hubbell Strickland Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$277M

87 positions

#3Alpha Advisors, LLC/VAActive

Notable overlap · 3 shared positions

$PHYS $WFC $PSLV

$133M

51 positions

#4Entruity Wealth, LLCActive

Notable overlap · 3 shared positions

$PHYS $WFC $PSLV

$155M

54 positions

#5Heritage Wealth AdvisorsActive

Notable overlap · 3 shared positions

$2.9B

703 positions

#6Pekin Hardy Strauss, Inc.Passive

Notable overlap · 3 shared positions

$PHYS $WY $PSLV

$1.1B

511 positions

#7WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$PHYS $PM $PSLV

$1.1B

105 positions

#8Mountain Lake Investment Management LLCActive

Notable overlap · 3 shared positions

$PHYS $ALSN $PSLV

$161M

31 positions

#9Meixler Investment Management, Ltd.Passive

Notable overlap · 3 shared positions

$PHYS $HON $HONA

$181M

90 positions

#10MATAURO, LLCActive

Notable overlap · 3 shared positions

$PHYS $HON $HONA

$756M

158 positions

#11Evanson Asset Management, LLC

Notable overlap · 3 shared positions

$PHYS $PSLV $MCD

$1.9B

321 positions

#12HC Advisors, LLCActive

Notable overlap · 3 shared positions

$PHYS $WFC $PSLV

$165M

62 positions

#13Knoll Capital Management, LLCActive

Notable overlap · 3 shared positions

$PHYS $PM $PSLV

$179M

37 positions

#14FULCRUM WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$PHYS $HON $HONA

$131M

81 positions

#15MATRIX PRIVATE CAPITAL GROUP LLCActive

Some overlap · 6 shared positions

$PHYS $PM $WFC $DSL $VZ $CVS

$230M

143 positions

#16Elevate Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$182M

77 positions

#17ALONGSIDE, LLCPassive

Some overlap · 3 shared positions

$PHYS $PM $PSLV

$525M

190 positions

#1849 WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$PHYS $PM $PSLV

$524M

189 positions

#19InvesTrustPassive

Some overlap · 7 shared positions

$TGT $PM $WFC $SBUX $MCD $VZ

$260M

95 positions

#20Bruce G. Allen Investments, LLCPassive

Some overlap · 3 shared positions

$157M

1,037 positions

#21CENTRAL TRUST CoPassive

Some overlap · 3 shared positions

$5.5B

1,568 positions

#22Pacific Sage Partners, LLCActive

Some overlap · 3 shared positions

$PHYS $SBUX $PSLV

$705M

127 positions

#23Phraction Management LLCActive

Some overlap · 5 shared positions

$PHYS $WFC $PM $HON $HONA

$596M

66 positions

#24Walser Wealth Management Company, A Ltd Liability CoPassive

Some overlap · 3 shared positions

$PHYS $PSLV $VZ

$241M

215 positions

#25CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Some overlap · 5 shared positions

$TGT $PM $WFC $WY $CVS

$1.5B

184 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.